Mader & Shannon Wealth Management’s Applied Materials AMAT Stock Holding History

Mader & Shannon Wealth Management’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$311K	Buy	+430	New	+$198K	0.15%	20
2022 Q3	–	Sell	-18,252	Closed	-$1.66M	–	13
2022 Q2	$1.66M	Buy	18,252 +130	+0.7%	+$14.3K	0.99%	19
2022 Q1	$2.39M	Buy	18,122 +96	+0.5%	+$13.2K	1.3%	21
2021 Q4	$2.84M	Buy	18,026 +220	+1%	+$31.9K	1.57%	20
2021 Q3	$2.29M	Sell	17,806 -260	-1%	-$35.3K	1.46%	19
2021 Q2	$2.57M	Buy	18,066 +790	+5%	+$106K	1.33%	23
2021 Q1	$2.31M	Sell	17,276 -8,934	-34%	-$985K	1.35%	21
2020 Q4	$2.26M	Buy	26,210 +923	+4%	+$68.2K	1.5%	18
2020 Q3	$1.5M	Buy	25,287 +601	+2%	+$37.1K	1.18%	19
2020 Q2	$1.49M	Buy	+24,686	New	+$1.33M	1.21%	18
2018 Q1	–	Sell	-68,234	Closed	-$3.49M	–	11
2017 Q4	$3.49M	Buy	+68,234	New	+$3.7M	2.55%	15

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mader & Shannon Wealth Management's AMAT Position: Q2 2026 in Review

Mader & Shannon Wealth Management opened a new position in Applied Materials (AMAT) in Q2 2026: 430 shares worth $311K. The stake represents 0.15% of the portfolio and ranks #20 among its holdings. This is a return to the name: Mader & Shannon Wealth Management previously reported a position in AMAT as recently as Q2 2022.

Mader & Shannon Wealth Management first reported a position in AMAT in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.49M in Q4 2017. 3,483 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Mader & Shannon Wealth Management held 430 shares of Applied Materials worth $311K as of Q2 2026.
Applied Materials was a new Mader & Shannon Wealth Management position in Q2 2026.
Applied Materials made up 0.15% of Mader & Shannon Wealth Management's portfolio in Q2 2026, its #20 holding.
Mader & Shannon Wealth Management first reported a position in Applied Materials in Q4 2017 and has held it in 11 quarters since.
Mader & Shannon Wealth Management's Applied Materials position peaked at $3.49M in Q4 2017.
3,483 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.